13F

Investor

Financial Management Professionals, Inc.

CIK 0001568132 · filed 2026-04-15 · SEC filing

13F book

$891.6M

Positions

962

74 new · 78 sold

Largest name

11.9%

Goldman Sachs Etf Tr

Est. mark

−$8.51M

Price effect on 887 names still held. Flow −$69.5M.
NameTickerSharesValueWeightEst. markChange
Goldman Sachs Etf Tr847.5K$106M11.9%−$6.01MAdded−$3.9M
Dimensional Etf Trust1.69M$66M7.4%$1.41MAdded$2.58M
John Hancock Exchange Traded892.8K$59.9M6.7%$1.45MAdded$1.95M
Goldman Sachs Etf Tr1.37M$59M6.6%$253KAdded$1.77M
Schwab Strategic Tr2.23M$57.3M6.4%−$2.79MAdded−$1.91M
Schwab Strategic Tr1.73M$52.6M5.9%New
Ishares Tr116.4K$41.5M4.7%−$1.96MAdded−$1.81M
Vanguard Bd Index Fds541.1K$39.8M4.5%−$220.9KAdded$1.79M
Ishares Tr523.2K$39.5M4.4%$315.4KAdded$772.1K
Ishares Inc485.2K$33.8M3.8%$1.23MCut$550.3K
Vanguard Index Fds128.3K$33.6M3.8%$428Added$33.6M
Vanguard Index Fds142.1K$27.9M3.1%$732.4KAdded$1.04M
Spdr Series Trust915.9K$24.7M2.8%−$423.6KAdded$959.3K
Schwab Strategic Tr965.6K$23.9M2.7%$435.6KAdded$9.15M
J P Morgan Exchange Traded F365.8K$18.5M2.1%−$54.2KAdded$1.28M
Vanguard Index Fds35.1K$10.1M1.1%−$102.4KAdded$303.1K
Vanguard Intl Equity Index F129K$9.69M1.1%$198.7KCut$142.3K
Spdr Series Trust163.9K$9.27M1.0%New
Spdr Index Shs Fds145.6K$9.04M1.0%New
J P Morgan Exchange Traded F168.7K$7.77M0.9%−$73.2KCut−$203.4K
J P Morgan Exchange Traded F144.8K$6.93M0.8%−$152.4KAdded$407.9K
Apple Inc.AAPL25.7K$6.53M0.7%−$461.9KAdded−$414.2K
Nvidia CorpNVDA36K$6.28M0.7%−$387.8KAdded$299.4K
Bitwise Bitcoin Etf Tr140.9K$5.19M0.6%−$1.09MAdded$360.7K
J P Morgan Exchange Traded F67.9K$4.34M0.5%−$159.5KAdded$134.5K
Exxon Mobil Corp21K$3.57M0.4%$1.04MCut$581.9K
Jpmorgan Chase & Co.11.5K$3.38M0.4%−$316.3KAdded−$248.3K
Spdr S&P 500 Etf Tr5.03K$3.28M0.4%−$159.8KCut−$9.57M
Amazon Com IncAMZN11.7K$2.43M0.3%−$263.6KCut−$290.3K
Microsoft CorpMSFT6.42K$2.38M0.3%−$715.5KAdded−$673.3K
Invesco Exch Traded Fd Tr Ii87.5K$2.36M0.3%$96.3KCut$7.79K
Ishares Tr57.4K$2.26M0.3%New
Home Bancshares IncHOMB83.8K$2.26M0.3%−$71.2KHeld
Vanguard Index Fds12K$2.21M0.2%New
Vaneck Etf Trust18.4K$2.2M0.2%$114.9KCut−$475.9K
Schwab Strategic Tr85.1K$2.14M0.2%−$96.1KCut−$122.5K
Ishares Tr20K$2.13M0.2%New
Ishares Tr24.4K$2.11M0.2%New
Broadcom Inc.AVGO6.17K$1.91M0.2%−$217.4KAdded−$146.8K
Spdr Gold Tr4.39K$1.89M0.2%$148.9KAdded$151.1K
Spdr Series Trust9.96K$1.87M0.2%$347KCut$303K
Tesla, Inc.TSLA4.87K$1.81M0.2%−$376.2KAdded−$360.2K
Ishares Tr16.2K$1.79M0.2%$3.89KHeld
Ishares Tr8.07K$1.77M0.2%$32.8KCut−$23K
Energy Transfer L P91.1K$1.76M0.2%$3.4KAdded$1.74M
Spdr Series Trust18.4K$1.68M0.2%$4.78KCut$4.69K
Invesco Exchange Traded Fd T51K$1.61M0.2%$53KCut$37.8K
Alphabet Inc5.49K$1.58M0.2%−$136.1KAdded−$96.2K
Chevron Corp NewCVX7.07K$1.46M0.2%$378KAdded$406.3K
Invesco Exchange Traded Fd T15.4K$1.45M0.2%New
NXP Semiconductors N.V.NXPI7.17K$1.42M0.2%−$138.6KAdded−$76.7K
Morgan Stanley8.19K$1.35M0.2%−$105KAdded−$89.5K
AbbVie Inc.ABBV6.02K$1.31M0.1%−$61.1KAdded$41.2K
Johnson Ctls Intl Plc9.52K$1.25M0.1%$106.4KAdded$108.7K
Fidelity Wise Origin Bitcoin20.8K$1.23M0.1%−$356KAdded−$350.1K
Vanguard Intl Equity Index F22.4K$1.21M0.1%$6.49KHeld
Meta Platforms, Inc.META2.08K$1.19M0.1%−$182.8KCut−$184.1K
Ishares Tr14.2K$1.17M0.1%−$3.48KAdded$6.93K
Grayscale Bitcoin Trust EtfGBTC21.9K$1.16M0.1%−$341.9KCut−$376.1K
Alphabet Inc4.02K$1.15M0.1%−$104.7KAdded−$67.1K
Ishares Inc17.3K$1.08M0.1%New
Cisco Sys Inc13.6K$1.05M0.1%$6.59KAdded$146.3K
Tjx Cos Inc New6.47K$1.03M0.1%$38.9KAdded$52.5K
Gilead Sciences, Inc.GILD7.36K$1.03M0.1%$118.1KAdded$154K
Ishares Tr13.4K$999.7K0.1%$39.4KAdded$43.2K
Cummins IncCMI1.76K$945.8K0.1%$47.8KAdded$61.7K
Pimco Etf Tr9.35K$939.9K0.1%−$1.22KHeld
Coca Cola CoKO11.7K$896.7K0.1%$74.3KAdded$116K
Berkshire Hathaway Inc Del1.86K$891.3K0.1%−$43.6KCut−$197.4K
Texas Instrs Inc4.52K$877.1K0.1%$93.3KCut$79.4K
Johnson & JohnsonJNJ3.54K$865.8K0.1%$101.3KAdded$306.6K
Walmart Inc.WMT6.78K$843.8K0.1%$87.3KCut$83.2K
Eli Lilly & CoLLY909$836.2K0.1%−$140.8KCut−$180.6K
Duke Energy Corp New6.18K$809.4K0.1%$84KAdded$92.6K
ConocophillipsCOP6.06K$799.6K0.1%$222.3KAdded$257.7K
Proshares Tr64.6K$752.2K0.1%−$675.3KHeld
Intuitive Surgical IncISRG1.59K$733.9K0.1%−$167.7KCut−$177.4K
Home Depot, Inc.HD2.21K$727.2K0.1%−$33.6KCut−$44K
Lockheed Martin CorpLMT1.19K$721.8K0.1%$142KAdded$153.5K
Berkshire Hathaway Inc Del1$718.1K0.1%−$36.7KHeld
Philip Morris Intl Inc4.13K$689.6K0.1%$20.1KAdded$30.3K
Sempra7K$684.8K0.1%$61.4KAdded$71K
Sherwin Williams CoSHW2.11K$675.4K0.1%−$7.33KCut−$7.98K
Ishares Bitcoin Trust EtfIBIT17.5K$673K0.1%−$168.8KAdded−$73.1K
Valero Energy Corp2.6K$643.6K0.1%$217.6KAdded$223.5K
Costco Whsl Corp New642$639.5K0.1%$86.1KCut$25.8K
Abbott LabsABT6.11K$627.4K0.1%−$128.6KAdded−$84.9K
Advanced Micro Devices IncAMD3.06K$622.9K0.1%−$32.9KCut−$465.2K
Procter And Gamble CoPG4.1K$592.6K0.1%$4.39KAdded$36K
Unitedhealth Group IncUNH2.19K$592.6K0.1%−$53.7KAdded$294.8K
Bank America Corp12.1K$588.3K0.1%−$75.4KAdded−$75.1K
Pnc Finl Svcs Group Inc2.82K$587.3K0.1%−$1.78KAdded$6.76K
Union Pac Corp2.33K$564.6K0.1%$25.8KAdded$36.2K
Lam Research CorpLRCX2.63K$562.8K0.1%$109KAdded$122.9K
International Business Machs2.31K$559.2K0.1%−$124.3KCut−$132.6K
Starbucks CorpSBUX6.19K$554.8K0.1%$32.9KAdded$40.1K
Iron Mtn Inc Del5.34K$549.7K0.1%$101KAdded$108.5K
Amgen IncAMGN1.56K$548.9K0.1%$37.7KAdded$46.5K
Globe Life Inc3.94K$547.8K0.1%−$2.72KHeld
BlackRock, Inc.BLK554$532.8K0.1%−$59.2KAdded−$50.5K
Medtronic PlcMDT6.03K$527.1K0.1%−$56.8KCut−$224.5K
Bhp Group Ltd6.96K$506K0.1%$79.6KAdded$117.4K
Linde PlcLIN1.01K$501.6K0.1%$35.7KAdded$282.5K
Cadence Design System Inc1.8K$501.3K0.1%−$62.6KCut−$171.1K
Cme Group Inc.CME1.65K$486.4K0.1%$36.1KAdded$43.8K
Martin Marietta Matls Inc795$468K0.1%−$21.1KAdded$82K
Air Prods & Chems Inc1.58K$458.9K0.1%$67.6KAdded$74.9K
Netflix IncNFLX4.74K$456K0.1%$10.7KAdded$34.9K
Oracle Corp3.1K$455.7K0.1%−$141.7KAdded−$122.2K
Wisdomtree Tr8.4K$454.1K0.1%$20.9KHeld
Merck & Co., Inc.MRK3.73K$452.3K0.1%$55.7KAdded$59.3K
Dell Technologies Inc.DELL2.7K$443.8K0.1%$103.4KCut$102.2K
Ishares Tr4.83K$437.6K0.0%$5.17KCut−$374
Shell Plc4.66K$433.6K0.0%$91KCut$81.2K
Texas Pacific Land Corporati906$429.8K0.0%$169.5KCut$83.6K
Ishares Tr4.36K$423.2K0.0%$4.79KCut−$1.16K
Ciena CorpCIEN1.07K$417K0.0%$165.2KAdded$166.7K
Williams Cos Inc5.69K$414K0.0%$69.8KAdded$83K
Mastercard IncMA826$412.6K0.0%−$58.7KAdded−$58.2K
Taiwan Semiconductor Mfg Ltd1.18K$400.1K0.0%$34.8KAdded$89.3K
American Intl Group Inc4.95K$372.3K0.0%−$50.3KAdded−$45.7K
Schwab Strategic Tr12.6K$368.2K0.0%−$44.1KCut−$59.4M
Motorola Solutions, Inc.MSI845$367.7K0.0%$42.5KAdded$45.1K
Welltower Inc.WELL1.85K$365.4K0.0%$3.93KAdded$305K
Applied Matls Inc1.02K$347.9K0.0%$84.2KAdded$92.8K
Fastenal CoFAST7.48K$347.1K0.0%New
Ge Aerospace1.21K$345.1K0.0%−$29.1KAdded−$26.2K
Trane Technologies PlcTT826$344.2K0.0%$22.7KAdded$23.9K
3M COMMM2.3K$334.2K0.0%−$33.6KAdded−$27.8K
Ishares Tr3.33K$330.7K0.0%−$2.03KCut−$4.53K
Cirrus Logic, Inc.CRUS2.24K$323.4K0.0%$58.4KHeld
Slb Limited/NvSLB6.2K$320.6K0.0%$80.7KAdded$80.9K
Marsh & Mclennan Cos Inc1.81K$314.8K0.0%−$21.6KAdded−$16.9K
Te Connectivity PlcTEL1.49K$310.8K0.0%−$27.1KAdded−$22.9K
Schwab Charles Corp3.29K$308.9K0.0%−$18.4KAdded−$609
Kimberly Clark CorpKMB3.11K$304.2K0.0%−$13.5KAdded−$11.1K
Asml Holding N V225$297.2K0.0%$54.2KAdded$66.1K
Accenture Plc Ireland1.48K$293.5K0.0%−$6.37KAdded$269.1K
Spdr Dow Jones Indl Average614$285K0.0%−$10.7KHeld
Capital One Finl Corp1.56K$284K0.0%−$93.3KCut−$115.1K
Chubb Limited842$275.3K0.0%$11.6KCut$8.81K
Micron Technology IncMU781$263.9K0.0%$39KAdded$51.5K
Lumentum Hldgs Inc375$263.5K0.0%$125.3KHeld
Analog Devices IncADI822$261.5K0.0%$38.6KCut$1.97K
Visa Inc.V862$260.5K0.0%−$40.7KAdded−$34.1K
Paypal Hldgs Inc5.5K$248.9K0.0%−$72.3KCut−$85.4K
Boeing Co1.25K$248.4K0.0%−$13.9KAdded$81.9K
Ishares Tr3.02K$240.4K0.0%−$3.19KAdded−$89
Pepsico IncPEP1.53K$237.4K0.0%$15.7KAdded$18.7K
Palo Alto Networks IncPANW1.44K$231.5K0.0%−$34.4KAdded−$33.6K
Parker-Hannifin CorpPH256$229.2K0.0%$4.12KAdded$6.8K
Cigna GroupCI820$218.7K0.0%−$6.95KCut−$11.9K
Marathon Pete Corp837$204.3K0.0%$68KAdded$68.3K
Blackrock Etf Trust5.67K$187K0.0%−$1.99KHeld
Enterprise Prods Partners L4.94K$186.9K0.0%$28.5KHeld
Vanguard Scottsdale Fds629$185.6K0.0%−$8.76KCut−$44K
Vaneck Etf Trust477$182.9K0.0%$2.63KAdded$142.2K
Uber Technologies, IncUBER2.54K$182.8K0.0%−$24.9KCut−$49.8K
Stryker CorpSYK540$177.9K0.0%−$12.3KAdded−$10.9K
At&T Inc5.99K$173.7K0.0%$22.7KAdded$38K
Caseys Gen Stores Inc238$173.2K0.0%$41.2KAdded$43.3K
Deere & CoDE301$170K0.0%$29.2KAdded$30.4K
Nextera Energy Inc1.83K$169.6K0.0%$23KHeld
Palantir Technologies Inc.PLTR1.16K$169.1K0.0%−$35.9KAdded−$33.5K
Vanguard Index Fds282$168.4K0.0%−$8.41KCut−$38.8M
Eaton Corp PlcETN465$166.3K0.0%$18.1KAdded$19.5K
RTX CorpRTX851$164.2K0.0%$8.09KHeld
Ark Etf Tr2.42K$163.9K0.0%−$22.6KHeld
Ishares Tr652$161.7K0.0%$1.2KCut−$10.6K
Oreilly Automotive Inc1.7K$157.2K0.0%$1.85KAdded$3.42K
Seagate Technology Hldngs Pl400$157K0.0%$46.5KHeld
Ishares Tr3.24K$149.8K0.0%−$1.13KHeld
Hilton Worldwide Hldgs Inc487$148.1K0.0%$8.03KAdded$11.1K
Mcdonalds CorpMCD457$142.1K0.0%$2.55KHeld
Southern Co1.47K$142.1K0.0%$12.9KAdded$21.8K
Csx CorpCSX3.44K$141.2K0.0%$16.5KHeld
Phillips 66PSX765$139.3K0.0%$40.6KHeld
Lpl Finl Hldgs Inc463$139.3K0.0%−$26.1KHeld
Fidelity Covington Trust648$134.8K0.0%−$10.8KHeld
Ecolab Inc.ECL495$132K0.0%$1.71KAdded$3.05K
Pfizer IncPFE4.56K$128K0.0%$11.6KAdded$36.8K
Synopsys IncSNPS316$125.3K0.0%−$23.1KCut−$32.1K
Progressive Corp625$123.9K0.0%−$16.7KAdded−$5.45K
Wells Fargo Co New1.53K$122K0.0%−$20.9KCut−$26.8K
Oneok Inc /New/OKE1.32K$119.6K0.0%$22.4KHeld
Thermo Fisher Scientific Inc.TMO243$119.6K0.0%−$21.2KAdded−$20.2K
Goldman Sachs Group Inc139$117.6K0.0%−$4.49KAdded−$1.95K
Electronic Arts Inc.EA560$114.2K0.0%−$258Held
Vaneck Etf Trust1.18K$108K0.0%$7.06KCut$888
Lowes Cos Inc453$107K0.0%−$2.15KAdded$683
Fidelity Merrimack Str Tr2.33K$106.7K0.0%−$1.19KHeld
Ishares Tr1.16K$106.3K0.0%$4.68KAdded$27.3K
Disney Walt Co1.04K$100K0.0%−$18.8KCut−$25.9K
S&P Global Inc.SPGI235$100K0.0%−$22.9KCut−$27.6K
Schwab Strategic Tr2.98K$98.3K0.0%$598Cut−$12.9K
Ckx Lds Inc9.47K$98K0.0%$11.3KHeld
Southwest Airls Co2.57K$96.9K0.0%−$9.66KCut−$10.3K
Brookfield Asset Managmt Ltd2.1K$93.2K0.0%−$16.6KCut−$16.9K
Barrick Mng Corp2.28K$93K0.0%−$6.3KHeld
Vse Corp504$92.9K0.0%$5.86KHeld
Colgate Palmolive CoCL1.07K$91.6K0.0%$6.66KAdded$6.83K
Grayscale Bitcoin Mini Tr Et3.05K$91.5K0.0%−$24.4KAdded−$16.7K
Qualcomm Inc696$89.6K0.0%−$29.4KCut−$71.2K
Vanguard Bd Index Fds1.79K$89.4K0.0%−$99Cut−$597
Hsbc Hldgs Plc1.06K$89K0.0%$3.52KAdded$36.2K
Ishares Gold Tr1K$88.2K0.0%$6.99KHeld
Royal Caribbean Group308$85.2K0.0%−$998Held
Cheniere Energy, Inc.LNG300$85.1K0.0%$17.9KAdded$46.3K
Arista Networks, Inc.ANET692$85K0.0%−$5.71KCut−$158.8K
Altria Group, Inc.MO1.26K$84.3K0.0%$10.5KHeld
Freeport-Mcmoran IncFCX1.43K$84K0.0%$11.3KAdded$11.9K
Novartis Ag548$83.7K0.0%$8.15KHeld
Wheaton Precious Metals Corp.WPM636$83.4K0.0%$8.7KHeld
Honeywell Intl Inc367$83K0.0%$10.5KAdded$16.6K
HCA Healthcare, Inc.HCA174$82.3K0.0%$1.09KAdded$2.51K
Astrazeneca Plc OrdAZN417$82.2K0.0%New
Amplify Etf Tr2.7K$80.4K0.0%$5.54KHeld
Verizon Communications IncVZ1.58K$79.2K0.0%$14.7KAdded$15.9K
Pimco Etf Tr811$77.7K0.0%−$385Held
Toyota Motor Corp371$76.5K0.0%−$2.96KCut−$20.7K
Invesco Exch Traded Fd Tr Ii319$75.8K0.0%−$5KAdded−$4.77K
Vanguard Instl Index Fd1K$75.7K0.0%New
Ishares 0-3 Month750$75.5K0.0%$210Cut−$60.6K
GE Vernova Inc.GEV85$74.2K0.0%$18.7KHeld
Caterpillar IncCAT104$73.7K0.0%$13.6KAdded$16.4K
Ark Etf Tr2.5K$73.4K0.0%$925Held
Salesforce, Inc.CRM390$72.9K0.0%−$30.7KCut−$58K
Fidelity Covington Trust1.49K$72.9K0.0%−$1.23KCut−$22.4M
Vanguard Wellington Fd700$70.8K0.0%−$305Held
Vanguard Charlotte Fds1.47K$70.7K0.0%−$397Held
Ford Mtr Co6.08K$70.2K0.0%−$9.61KHeld
T-Mobile Us Inc322$67.6K0.0%$2.25KCut−$88.1K
Royal Bk Cda409$66.2K0.0%−$3.56KCut−$8.34K
Quanta Svcs Inc120$65.7K0.0%$15.2KHeld
Citigroup Inc575$65.2K0.0%−$1.22KAdded$21.6K
Vanguard Index Fds217$64.8K0.0%−$3.46KCut−$24.6M
Ebay IncEBAY695$63.2K0.0%$2.7KAdded$3.34K
Shopify Inc.SHOP532$63.1K0.0%−$22.5KCut−$29.1K
First Finl Bankshares Inc2.13K$63.1K0.0%−$894Held
Main Str Cap Corp1.19K$62.7K0.0%−$8.76KAdded−$8.5K
Pimco Etf Tr666$62.1K0.0%−$1.44KCut−$23.4M
Dominion Energy, IncD1K$61.8K0.0%$3.21KAdded$3.52K
Sysco CorpSYY832$59.3K0.0%−$547Added$42.3K
Alibaba Group Hldg Ltd459$57.6K0.0%−$3.91KAdded$30.5K
Crowdstrike Hldgs Inc147$57.4K0.0%−$11.5KHeld
Bp Plc1.21K$56.9K0.0%$14.8KHeld
Bio Rad Labs Inc200$55.8K0.0%−$4.85KHeld
Intel CorpINTC1.24K$54.9K0.0%$3.64KAdded$36.3K
Entergy Corp New487$54.7K0.0%$9.43KAdded$11K
American Express CoAXP178$53.8K0.0%−$12KCut−$14.6K
FirstCash Holdings, Inc.FCFS286$53.8K0.0%$8.19KHeld
Hilltop Holdings Inc.HTH1.5K$53.7K0.0%$2.82KHeld
Healthcare Svcs Group Inc2.89K$53.6K0.0%−$1.65KHeld
Ark Etf Tr430$51.9K0.0%−$11.7KCut−$1.67M
Teck Resources Ltd1K$51.8K0.0%$3.86KHeld
Corning Inc380$51.7K0.0%$18.4KHeld
Rivian Automotive Inc3.35K$50.4K0.0%−$15.6KHeld
News Corp New1.99K$49.8K0.0%−$2.17KHeld
Alliance Resource Partners L1.77K$49K0.0%$7.84KHeld
Enbridge Inc895$48.5K0.0%$5.65KCut$1.63K
World Gold Tr520$48.2K0.0%$3.81KHeld
Keysight Technologies, Inc.KEYS170$48K0.0%$13.5KHeld
Vanguard Scottsdale Fds819$48K0.0%−$100Added$134
Wp Carey Inc696$47.9K0.0%$2.51KHeld
Bny Mellon Etf Trust384$47.9K0.0%−$2.45KHeld
Agnico Eagle Mines LtdAEM236$47.9K0.0%$7.73KAdded$8.74K
Illinois Tool Wks Inc179$46.9K0.0%$2.5KHeld
Sprott Asset Management Lp1.3K$46.1K0.0%$2.66KAdded$9.75K
Celestica IncCLS163$45.9K0.0%−$2.27KCut−$36K
Venture Global, Inc.VG2.91K$45.9K0.0%$2.7KAdded$43.8K
Cf Inds Hldgs Inc353$45.8K0.0%$1.52KAdded$43.6K
Ishares Tr70$45.7K0.0%New
Amerisafe IncAMSF1.36K$45.3K0.0%−$6.9KHeld
Jabil IncJBL167$44.3K0.0%$6.29KHeld
Allstate Corp209$43.6K0.0%−$152Held
Andersons, Inc.ANDE595$42.7K0.0%$11KAdded$11.2K
Ishares Silver Tr617$42K0.0%$2.29KCut−$3.05K
Corpay, Inc.CPAY142$41.3K0.0%−$1.41KHeld
Vertiv Holdings CoVRT162$40.6K0.0%$14.3KHeld
L3harris Technologies Inc116$40K0.0%$5.98KHeld
Mitsubishi Ufj Finl Group In2.35K$39.8K0.0%$2.61KCut$85
Intuit Inc.INTU92$39.8K0.0%−$21.2KCut−$30.4K
Ark Etf Tr352$39.6K0.0%−$779Held
Gold Fields Ltd872$39.6K0.0%$1.52KHeld
Totalenergies SeTTE433$39.4K0.0%$10.6KCut$3.27K
Antero Midstream CorpAM1.71K$38.9K0.0%$8.55KHeld
Unilever Plc674$38.8K0.0%−$5.31KHeld
British Amern Tob Plc636$37.7K0.0%$1.23KCut$428
Alpha Metallurgical Resour I183$37.6K0.0%$986Held
Scorpio Tankers Inc.STNG499$37.3K0.0%$11.9KHeld
Bank Montreal Que275$37.2K0.0%$960Added$14.8K
Constellation Energy CorpCEG133$37.2K0.0%−$9.84KCut−$11.6K
Vanguard Index Fds116$37.2K0.0%−$1.68KHeld
Canadian Pacific Kansas City466$36.7K0.0%$2.16KAdded$3.89K
Schwab Us Aggregate Bond1.56K$36.3K0.0%−$235Held
Marriott Intl Inc New110$36K0.0%$1.85KHeld
Ensign Group, IncENSG178$35.9K0.0%$4.86KHeld
Spdr Series Trust280$35.8K0.0%$1.62KHeld
National Fuel Gas CoNFG378$35.7K0.0%$5.27KAdded$5.46K
Vertex Pharmaceuticals Inc80$35.7K0.0%−$518Added$1.27K
Prologis Inc.269$35.6K0.0%$1.19KAdded$1.98K
Allegion plcALLE241$35K0.0%−$3.36KHeld
Soundhound Ai Inc5.05K$34.7K0.0%−$15.7KHeld
Landbridge Company Llc493$34.1K0.0%$5.99KAdded$19.5K
Ishares Tr250$33.9K0.0%$3.53KHeld
Atlassian CorpTEAM497$33.9K0.0%−$46.7KCut−$82.8K
Banco Bilbao Vizcaya Argenta1.54K$33.4K0.0%−$2.54KHeld
Api Group CorpAPG821$33.3K0.0%$1.84KAdded$2.08K
Honda Motor Ltd1.35K$32.9K0.0%−$6.41KAdded−$3.59K
Murphy Oil CorpMUR798$32.9K0.0%$7.98KHeld
Ishares Tr505$32.7K0.0%$8.71KHeld
American Airls Group IncAAL3.04K$32.6K0.0%−$14KCut−$14.3K
Metlife Inc458$32.4K0.0%−$3.76KCut−$568.6K
Phibro Animal Health CorpPAHC580$32.1K0.0%$10.4KHeld
Textron IncTXT365$32K0.0%$143Held
Waste Mgmt Inc Del138$31.7K0.0%$1.32KAdded$2.93K
Paychex IncPAYX342$31.5K0.0%−$6.86KCut−$375.6K
Prosperity Bancshares IncPB454$30.8K0.0%−$876Held
Magnolia Oil & Gas CorpMGY972$30.7K0.0%$9.41KHeld
Hartford Insurance Group Inc224$30.3K0.0%−$115Added$24.4K
Sandisk CorpSNDK47$29.9K0.0%New
Bjs Whsl Club Hldgs Inc303$29.8K0.0%$2.54KHeld
Booking Holdings Inc.BKNG7$29.5K0.0%−$8.02KHeld
J P Morgan Exchange Traded F513$29.1K0.0%−$454Added$57
Ark Etf Tr760$28.9K0.0%−$7.31KHeld
Kinross Gold Corp940$28.7K0.0%$2.22KHeld
Newmont Corp265$28.7K0.0%$2.23KCut−$34.9K
Pediatrix Medical Group, Inc.MD1.34K$28.6K0.0%$0Held
Alto Ingredients, Inc.ALTO5.9K$28.5K0.0%$11.6KHeld
Onespaworld Holdings Limited1.24K$28.5K0.0%$2.75KHeld
Fortuna Mng Corp2.87K$28.5K0.0%New
AST SpaceMobile, Inc.ASTS342$28.3K0.0%$3.5KHeld
Hanover Ins Group Inc163$28.3K0.0%New
Mercadolibre IncMELI16$27.7K0.0%−$4.56KHeld
Dine Brands Global, Inc.DIN1.04K$27.6K0.0%−$6.16KHeld
Amphenol Corp New217$27.5K0.0%−$1.69KAdded$1.48K
Gigacloud Technology IncGCT602$27.3K0.0%New
Cohen & Steers Infrastructur1.04K$27.1K0.0%$1.85KHeld
Heritage Insurance Hldgs Inc1.02K$26.8K0.0%−$3.07KHeld
Kla CorpKLAC18$26.5K0.0%$3.86KAdded$8.28K
Ing Groep N.V.1.01K$26.4K0.0%−$1.97KCut−$19.1K
Nuveen Amt Free Qlty Mun Inc2.33K$26.3K0.0%−$767Added−$462
Latam Airlines Group Sa527$26.1K0.0%New
Alliancebernstein Global Hig2.56K$26K0.0%−$1.31KAdded−$946
Pimco Dynamic Income Oprnts1.98K$25.9K0.0%−$1.76KAdded−$1.06K
Electromed, Inc.ELMD1.1K$25.7K0.0%New
Select Sector Spdr Tr556$25.5K0.0%New
Travelers Companies, Inc.TRV87$25.4K0.0%$141Held
Nuveen Municipal Credit Inc2.07K$25.4K0.0%−$648Added−$341
Coeur Mng Inc1.35K$25.4K0.0%New
Mastercraft Boat Hldgs Inc1.24K$25.4K0.0%$1.98KHeld
Goldman Sachs Etf Tr500$25.3K0.0%−$67Held
Ishares U S Etf Tr495$25.2K0.0%−$132Held
Kinder Morgan Inc Del746$25K0.0%$4.5KHeld
Tamboran Res Corp500$25K0.0%$11.4KHeld
Epam Sys Inc182$24.6K0.0%−$12.6KHeld
Norfolk Southn Corp86$24.6K0.0%−$98Held
Eaton Vance Tax-Managed Glob2.83K$24.5K0.0%−$2.46KHeld
Grayscale Ethereum Trust Etf1.43K$24.4K0.0%−$10.4KHeld
Alps Etf Tr463$24.4K0.0%$2.55KAdded$3.03K
Chipotle Mexican Grill IncCMG761$24.4K0.0%−$3.8KHeld
Automatic Data Processing In119$24.3K0.0%−$6.42KAdded−$6.22K
Amneal Pharmaceuticals, Inc.AMRX1.96K$24.3K0.0%New
Dnp Select Income Fd Inc2.34K$24.3K0.0%$715Added$1.17K
Sumitomo Mitsui Finl Group I1.23K$24.2K0.0%$515Cut−$3.93K
Corteva, Inc.CTVA289$24.2K0.0%$3.55KAdded$9.91K
Toronto Dominion Bk Ont258$24.1K0.0%−$229Cut−$17.6K
Canadian Nat Res Ltd492$24K0.0%$2.38KAdded$18.5K
Vanguard Scottsdale Fds300$23.8K0.0%−$138Held
Autozone IncAZO7$23.6K0.0%−$97Cut−$6.88K
Moodys Corp54$23.6K0.0%−$4.03KHeld
American Elec Pwr Co Inc179$23.5K0.0%$2.63KAdded$4.21K
Skyward Specialty Ins Group535$23.4K0.0%−$3.97KHeld
Mercury Genl Corp New265$23.4K0.0%−$1.57KHeld
Global X Fds588$23K0.0%−$869Added−$243
Northrim Bancorp IncNRIM1K$23K0.0%−$3.75KHeld
Autodesk, Inc.ADSK96$23K0.0%−$5.44KHeld
Ark Etf Tr869$23K0.0%−$2.22KHeld
Black Stone Minerals, L.P.BSM1.51K$22.9K0.0%$2.72KAdded$3.16K
Ironwood Pharmaceuticals IncIRWD6.51K$22.8K0.0%New
Par Pac Holdings Inc363$22.7K0.0%$9.98KHeld
Equinix IncEQIX23$22.5K0.0%$4.71KAdded$5.69K
Regeneron Pharmaceuticals, Inc.REGN29$22.4K0.0%$16Added$6.97K
Tapestry, Inc.TPR157$22.2K0.0%$2.09KHeld
Diamondback Energy, Inc.FANG112$22.2K0.0%$5.32KHeld
Brinker Intl Inc155$22.1K0.0%New
MSCI Inc.MSCI41$22.1K0.0%−$1.42KHeld
Aerovironment IncAVAV120$22K0.0%−$7.06KHeld
Monolithic Pwr Sys Inc20$21.9K0.0%New
Ameriprise Finl Inc49$21.8K0.0%−$2.25KHeld
Ero Copper Corp.ERO810$21.6K0.0%New
Monster Beverage Corp New297$21.5K0.0%−$1.25KHeld
Cintas CorpCTAS127$21.5K0.0%−$2.4KHeld
General Mtrs Co287$21.4K0.0%−$1.71KAdded$971
Grand Canyon Ed Inc125$21.3K0.0%$465Held
Cellebrite DI Ltd.CLBT1.53K$21K0.0%−$6.49KHeld
Doubleline Yield Opportuniti1.5K$20.9K0.0%−$909Added−$408
Cardinal Health IncCAH98$20.7K0.0%$441Added$5.09K
Ishares Tr96$20.5K0.0%$319Held
Commercial Metals CoCMC331$20.3K0.0%New
Netease Inc181$20.3K0.0%−$4.65KHeld
Privia Health Group, Inc.PRVA984$20.2K0.0%−$3.09KHeld
Warner Bros. Discovery, Inc.WBD727$20K0.0%−$989Cut−$2K
Ares Capital CorpARCC1.11K$19.9K0.0%−$2.38KAdded−$1.86K
Mckesson CorpMCK23$19.9K0.0%$672Added$7.6K
Doubleline Income Solutions1.83K$19.9K0.0%−$783Added−$209
Fedex CorpFDX55$19.6K0.0%$2.54KAdded$8.61K
Five9, Inc.FIVN1.29K$19.6K0.0%New
Hewlett Packard Enterprise C814$19.5K0.0%−$185Cut−$1.25K
Nuveen Nasdaq 100 Dynamic Ov708$19.3K0.0%New
Ross Stores, Inc.ROST89$19.3K0.0%$3.25KHeld
Comcast Corp New670$19.2K0.0%−$696Added$1.6K
Addus Homecare CorpADUS205$19.2K0.0%−$2.82KHeld
Select Sector Spdr Tr144$19.1K0.0%−$1.59KHeld
Cboe Global Mkts Inc68$19.1K0.0%$2.04KHeld
Workday, Inc.WDAY147$19.1K0.0%−$8.49KAdded−$2.38K
Dynex Cap Inc1.47K$19K0.0%−$1.59KHeld
Ani Pharmaceuticals IncANIP247$19K0.0%−$504Held
Kimball Electronics, Inc.KE798$18.9K0.0%−$3.3KHeld
General Dynamics CorpGD55$18.9K0.0%$361Held
Core Natural Resources, Inc.CNR180$18.9K0.0%$2.92KCut$706
Rimini Str Inc Del5.73K$18.8K0.0%−$3.44KHeld
Alcon IncALC248$18.7K0.0%−$858Held
Transdigm Group IncTDG16$18.5K0.0%−$2.73KHeld
Pimco Dynamic Income Fd1.05K$18.3K0.0%New
Danaher Corporation96$18.2K0.0%−$3.77KCut−$10.6K
Sanmina CorpSANM140$18.1K0.0%−$2.86KHeld
Occidental Pete Corp277$18.1K0.0%$6.58KHeld
Petroleo Brasileiro Sa Petro958$18K0.0%New
Ishares Tr85$17.9K0.0%−$78Held
Cavco Inds Inc Del37$17.9K0.0%−$3.94KHeld
Simon Ppty Group Inc New96$17.9K0.0%$136Held
Halliburton CoHAL459$17.9K0.0%$419Added$16.8K
National Grid Plc211$17.9K0.0%$1.31KHeld
Northrop Grumman Corp26$17.7K0.0%$2.91KHeld
Pegasystems IncPEGA416$17.7K0.0%−$7.14KCut−$7.38K
Gsk Plc314$17.4K0.0%$923Added$9.74K
Canadian Natl Ry Co169$17.4K0.0%$348Added$8.57K
Invesco Qqq Tr30$17.3K0.0%−$1.11KHeld
Ishares Tr89$17.1K0.0%−$606Held
Sony Group Corp808$16.7K0.0%−$3.96KCut−$26.2K
Csw Industrials, Inc.CSW64$16.7K0.0%New
Neptune Ins Hldgs Inc684$16.5K0.0%New
Rbb Fd Inc250$16.5K0.0%−$1.45KHeld
Rockwell Automation, IncROK46$16.5K0.0%−$1.39KCut−$1.78K
ServiceNow, Inc.NOW157$16.4K0.0%−$7.64KCut−$62.5K
Baker Hughes Company265$16.2K0.0%$4.11KHeld
Blackbaud IncBLKB419$16.2K0.0%−$10.4KHeld
Baidu Inc143$15.9K0.0%−$2.42KAdded−$530
Cloudflare, Inc.NET77$15.9K0.0%$707Held
J P Morgan Exchange Traded F259$15.9K0.0%−$482Held
Brookfield Corp390$15.8K0.0%−$2.11KHeld
Idexx Labs Inc28$15.7K0.0%−$3.21KHeld
Chord Energy CorpCHRD110$15.6K0.0%$5.44KHeld
Livanova PlcLIVN244$15.5K0.0%$489Added$680
Ngl Energy Partners Lp1.25K$15.4K0.0%$2.91KHeld
Cvs Health CorpCVS214$15.4K0.0%−$1.61KCut−$2.01K
Digital Rlty Tr Inc85$15.3K0.0%$1.78KAdded$3.95K
Napco Sec Technologies Inc387$15.3K0.0%−$890Held
Viper Energy, Inc.VNOM324$15.2K0.0%$2.71KHeld
Boston Scientific CorpBSX241$15.1K0.0%−$7.86KCut−$16.1K
Mizuho Financial Group Inc1.89K$15K0.0%$1.17KHeld
Expedia Group, Inc.EXPE65$15K0.0%−$3.04KAdded−$1.42K
Hp IncHPQ770$15K0.0%−$2.39KCut−$5.01K
Microchip Technology Inc.232$15K0.0%$168Added$3.01K
Select Sector Spdr Tr135$15K0.0%New
Verisign Inc60$14.9K0.0%$325Held
Verisk Analytics, Inc.VRSK77$14.7K0.0%−$2.58KCut−$5.49K
Sprott Asset Management Lp600$14.6K0.0%$444Held
Cbre Group, Inc.CBRE108$14.6K0.0%−$2.38KAdded−$484
Orix Corp483$14.5K0.0%$372Held
Nucor CorpNUE85$14.4K0.0%$509Held
Garmin LtdGRMN62$14.4K0.0%$1.81KHeld
Elevance Health Inc Formerly49$14.3K0.0%−$2.83KCut−$7.39K
Murphy USA Inc.MUSA29$14.3K0.0%$2.62KHeld
Ge Healthcare Technologies I200$14.2K0.0%−$2.17KCut−$2.74K
Roper Technologies IncROP40$14.2K0.0%−$3.65KCut−$8.55K
Dropbox, Inc.DBX614$13.9K0.0%−$3.12KHeld
Eaton Vance Tax-Managed Dive1K$13.8K0.0%−$1.55KHeld
Sable Offshore Corp.SOC833$13.8K0.0%New
PACS Group, Inc.PACS428$13.7K0.0%−$2.68KHeld
Garrett Motion Inc.GTX753$13.7K0.0%$557Held
Atmos Energy CorpATO74$13.7K0.0%$1.26KHeld
Vanguard World Fd50$13.6K0.0%−$776Held
Xcel Energy Inc170$13.6K0.0%$903Added$1.54K
Church & Dwight Co Inc145$13.5K0.0%$1.37KHeld
Ishares Tr200$13.5K0.0%$306Cut−$2.19M
Global X Fds150$13.5K0.0%$799Cut−$2.84K
Yum Brands IncYUM86$13.4K0.0%$293Added$2.78K
Strategy Inc105$13.1K0.0%−$2.58KAdded−$1.33K
Manulife Finl Corp379$13.1K0.0%−$697Held
Proshares Tr400$12.9K0.0%$796Held
Public Svc Enterprise Grp In159$12.9K0.0%$103Held
Simulations Plus, Inc.SLP1.09K$12.8K0.0%−$6.97KHeld
Viatris IncVTRS949$12.8K0.0%$954Added$1.62K
UBS Group AGUBS328$12.8K0.0%−$2.37KCut−$4.5K
Fiserv IncFISV229$12.8K0.0%−$2.6KCut−$9.93K
Nuveen Quality Muncp Income1.1K$12.7K0.0%−$481Added−$342
Target CorpTGT104$12.6K0.0%$2.44KCut$288
Franco Nev Corp50$12.4K0.0%$1.99KHeld
Fortis Inc221$12.3K0.0%$836Added$1.06K
Research Solutions, Inc.RSSS5.42K$12.2K0.0%New
Ulta Beauty, Inc.ULTA23$12K0.0%−$1.89KHeld
StandardAero, Inc.SARO464$12K0.0%New
Global X Fds691$11.9K0.0%−$360Held
NIKE, Inc.NKE223$11.8K0.0%−$1.16KAdded$5.15K
Williams Sonoma IncWSM64$11.7K0.0%$225Added$954
Ugi Corp New317$11.7K0.0%−$317Added−$207
Cencora, Inc.COR37$11.6K0.0%−$874Cut−$20.8K
Resmed Inc51$11.5K0.0%−$841Held
Karat Packaging Inc.KRT409$11.4K0.0%$2.19KHeld
Zeta Global Holdings Corp.ZETA705$11.2K0.0%New
Euronet Worldwide, Inc.EEFT169$11.2K0.0%−$1.65KHeld
Ishares Inc62$11.2K0.0%−$299Added$1.5K
Abivax Sa100$11.1K0.0%−$2.35KHeld
Banco Santander Sa984$11.1K0.0%−$443Cut−$1.35K
Westlake Chem Partners Lp500$11K0.0%$1.54KHeld
Devon Energy Corp New217$10.9K0.0%$2.97KHeld
American Tower Corp New63$10.9K0.0%−$229Added$2.19K
Quest Diagnostics IncDGX55$10.8K0.0%$1.23KHeld
Pulte Group Inc90$10.6K0.0%$23Added$1.67K
Mobileye Global Inc.MBLY1.53K$10.5K0.0%−$5.47KCut−$21.4K
Sanofi Sa218$10.5K0.0%−$61Cut−$10.7K
Agilent Technologies, Inc.A91$10.4K0.0%−$1.99KCut−$4.31K
Waters Corp35$10.4K0.0%−$1.15KAdded$5.11K
Ishares Tr262$10.4K0.0%$427Held
State Str Corp82$10.4K0.0%−$115Added$4.32K
Teledyne Technologies IncTDY17$10.3K0.0%$1.41KAdded$2.62K
Veralto CorpVLTO116$10.3K0.0%−$1.32KHeld
Kinsale Cap Group Inc30$10.3K0.0%−$1.48KHeld
Tractor Supply Co225$10.2K0.0%−$1.06KHeld
Sabra Health Care REIT, Inc.SBRA521$10K0.0%$6Added$9.62K
Eqt CorpEQT154$9.8K0.0%$1.37KAdded$2.51K
LGI Homes, Inc.LGIH244$9.64K0.0%New
Nrg Energy, Inc.NRG66$9.64K0.0%−$865Cut−$3.89K
Robinhood Mkts Inc139$9.63K0.0%New
Berkley W R Corp145$9.61K0.0%−$525Added$5
Coinbase Global, Inc.COIN55$9.6K0.0%−$1.6KAdded$2.59K
Nuveen Select Tax-Free Incom666$9.59K0.0%$202Held
Synchrony Financial141$9.59K0.0%−$2.17KHeld
C. H. Robinson Worldwide, Inc.CHRW57$9.5K0.0%$303Held
Eog Res Inc65$9.4K0.0%$2.57KHeld
Neos Etf Trust197$9.34K0.0%−$237Added$284
Kimco Rlty Corp414$9.3K0.0%$911Held
Global X Fds198$9.24K0.0%−$838Held
Edison Intl126$9.22K0.0%$1.66KHeld
Consolidated Edison IncED81$9.17K0.0%$1.11KAdded$1.22K
Neos Etf Trust185$9.13K0.0%−$550Added−$7
Novo-Nordisk A S240$9.11K0.0%−$3.1KCut−$11.7K
Neos Etf Trust191$9.03K0.0%−$240Added$138
Sun Life Financial Inc.144$9.01K0.0%$23Held
Constellation Brands, Inc.STZ60$9K0.0%$722Held
CARRIER GLOBAL CorpCARR158$8.92K0.0%$553Cut−$771
Leidos Holdings, Inc.LDOS57$8.87K0.0%−$522Added$5.08K
Hologic Inc117$8.84K0.0%$114Added$1.17K
Ishares Ethereum Tr550$8.71K0.0%−$2.31KAdded$856
Neos Etf Trust175$8.7K0.0%−$697Added−$299
Bank Nova Scotia Halifax124$8.59K0.0%−$543Cut−$4.89K
Howmet Aerospace Inc.HWM37$8.53K0.0%$941Held
Citizens Finl Group Inc142$8.52K0.0%$222Held
Solaredge Technologies, Inc.SEDG166$8.47K0.0%$3.69KHeld
Entrepreneurshares Series Tr500$8.45K0.0%−$1.63KHeld
Iqvia Hldgs Inc49$8.36K0.0%−$2.69KCut−$4.49K
Vanguard Admiral Fds Inc82$8.34K0.0%$327Held
Kkr & Co Inc90$8.32K0.0%−$3.15KCut−$11.9K
Restaurant Brands Intl Inc108$8.05K0.0%$615Held
STERIS plcSTE36$7.96K0.0%−$1.17KHeld
Ubiquiti Inc.UI10$7.9K0.0%$2.37KHeld
Republic Svcs Inc36$7.88K0.0%$256Cut−$804
Sap Se45$7.7K0.0%−$3.23KCut−$36.5K
M & T Bk Corp37$7.65K0.0%$147Added$2.01K
Realty Income CorpO123$7.54K0.0%$525Added$1.38K
Zoetis Inc.ZTS63$7.45K0.0%−$343Added$1.78K
Old Dominion Freight Line In38$7.42K0.0%$1.47KHeld
Gallagher Arthur J & Co34$7.36K0.0%−$1.44KCut−$4.28K
Lennar Corp84$7.29K0.0%−$654Added$3.08K
United Rentals, Inc.URI10$7.29K0.0%−$807Held
Aflac IncAFL66$7.24K0.0%−$36Cut−$257
Burford Cap Ltd1.6K$7.23K0.0%−$7.04KHeld
SANUWAVE Health, Inc.SNWV417$7.21K0.0%−$5.23KHeld
Applovin CorpAPP18$7.16K0.0%−$4.96KCut−$7.66K
Cullen Frost Bankers Inc52$7.13K0.0%$543Held
Aon plcAON22$7.1K0.0%−$662Cut−$4.9K
Intercontinental Exchange In45$7.08K0.0%−$210Held
Host Hotels & Resorts, Inc.HST365$7.07K0.0%$320Added$2.55K
Neos Etf Trust214$7.01K0.0%−$2.35KAdded−$2.19K
ClearPoint Neuro, Inc.CLPT768$6.99K0.0%−$3.52KHeld
Raymond James Finl Inc48$6.95K0.0%−$758Held
Schwab Strategic Tr225$6.9K0.0%$731Held
Dover CorpDOV33$6.88K0.0%$436Held
Iren Limited200$6.86K0.0%−$698Held
Smith A O CorpAOS102$6.73K0.0%−$96Held
Nvr IncNVR1$6.59K0.0%−$703Held
Kroger CoKR91$6.58K0.0%$899Held
Copart IncCPRT198$6.57K0.0%−$315Added$4.5K
Albemarle Corp36$6.48K0.0%$1.38KHeld
Ferrari N.V.RACE19$6.43K0.0%−$591Held
Kenvue Inc.KVUE372$6.41K0.0%−$4Held
Northern Dynasty Minerals Lt4.54K$6.36K0.0%New
Emerson Elec Co48$6.29K0.0%−$81Cut−$6.45K
Wabtec25$6.25K0.0%$912Held
Docusign, Inc.DOCU129$6.12K0.0%−$2.71KCut−$3.19K
Zebra Technologies Corporati29$6.06K0.0%−$979Held
Amentum Holdings, Inc.AMTM228$5.95K0.0%−$666Held
Extra Space Storage Inc.EXR45$5.9K0.0%$41Cut−$1.39K
Nuscale Pwr Corp524$5.68K0.0%−$1.74KHeld
Loews CorpL53$5.66K0.0%$76Held
Saia IncSAIA16$5.62K0.0%$396Held
Nisource Inc.NI119$5.55K0.0%$584Held
Willis Towers Watson PlcWTW19$5.54K0.0%−$719Held
Ishares Tr54$5.52K0.0%−$15Held
Cooper Cos Inc76$5.43K0.0%−$795Held
Avery Dennison CorpAVY31$5.35K0.0%−$285Cut−$649
Evergy, Inc.EVRG65$5.33K0.0%$613Held
Qnity Electronics, Inc.Q46$5.31K0.0%$236Added$4.74K
Omnicom Group Inc.OMC69$5.25K0.0%−$375Held
Lauder Estee Cos Inc73$5.24K0.0%−$2.41KHeld
Best Buy Co IncBBY79$5.16K0.0%−$215Held
Select Sector Spdr Tr84$5.15K0.0%$1.39KHeld
Hess Midstream LpHESM131$5.07K0.0%$547Added$663
Ingersoll Rand Inc.IR63$5.05K0.0%$57Held
Tyson Foods, Inc.TSN77$4.93K0.0%$419Held
Etf Opportunities Trust200$4.93K0.0%−$51Held
Public Storage Oper Co18$4.88K0.0%$205Cut−$574
Global X Fds100$4.84K0.0%$362Held
Kb Finl Group Inc48$4.79K0.0%New
Targa Res Corp19$4.76K0.0%$1.26KHeld
Sila Realty Trust Inc197$4.67K0.0%$73Held
Eversource EnergyES67$4.64K0.0%$131Cut−$71
Vulcan Matls Co17$4.63K0.0%−$65Added$3.2K
Take-Two Interactive Softwar23$4.54K0.0%−$1.35KCut−$4.93K
United Parcel Service IncUPS46$4.53K0.0%−$38Cut−$633
Kirby CorpKEX34$4.52K0.0%$772Cut−$1.98K
Deutsche Bank A G151$4.5K0.0%−$1.33KHeld
Solstice Advanced Matls Inc59$4.49K0.0%$1.6KAdded$1.68K
Entegris IncENTG38$4.49K0.0%$1.26KHeld
Idex Corp23$4.36K0.0%$186Added$1.51K
Gap IncGAP180$4.35K0.0%−$268Added−$147
Recursion Pharmaceuticals In1.41K$4.33K0.0%−$1.44KHeld
Airbnb, Inc.ABNB34$4.29K0.0%−$320Held
Fair Isaac CorpFICO4$4.27K0.0%−$2.49KHeld
DuPont de Nemours, Inc.DD92$4.21K0.0%$90Added$3.57K
Nokia Corp523$4.21K0.0%$63Added$3.95K
Mastec IncMTZ13$4.18K0.0%$1.36KHeld
Dte Energy Co28$4.13K0.0%$483Held
Us Bancorp Del77$4.04K0.0%−$103Cut−$1.61K
Cms Energy Corp52$4.03K0.0%$100Added$3.13K
Schwab Strategic Tr144$4.01K0.0%$92Held
Takeda Pharmaceutical Co Ltd211$3.91K0.0%$366Added$1.96K
Ventas, Inc.VTR47$3.87K0.0%$209Held
Proshares Tr100$3.79K0.0%$190Held
International Paper Co105$3.75K0.0%−$325Added$282
Lennox Intl Inc8$3.72K0.0%New
Vodafone Group Plc New244$3.67K0.0%$442Cut−$1.94K
Truist Finl Corp76$3.49K0.0%−$101Added$1.97K
Principal Financial Group In38$3.42K0.0%$72Held
Archer-Daniels-Midland CoADM47$3.42K0.0%$714Held
Ishares Tr92$3.39K0.0%−$51Cut−$1.06K
Perpetua Resources Corp.PPTA120$3.37K0.0%$469Held
Landstar Sys Inc21$3.37K0.0%$349Held
Reddit, Inc.RDDT25$3.37K0.0%−$2.38KHeld
Exchange Traded Concepts Tru50$3.29K0.0%$114Held
Teradyne, IncTER11$3.26K0.0%$1.13KHeld
Invesco Db Commdy Indx Trck112$3.24K0.0%$738Held
Cava Group, Inc.CAVA40$3.24K0.0%$888Held
Bristol-Myers Squibb Co53$3.21K0.0%$355Cut$193
Schwab Strategic Tr84$3.21K0.0%$185Held
Dollar Tree, Inc.DLTR29$3.18K0.0%−$391Held
Schwab Strategic Tr140$3.17K0.0%−$41Held
Dow Inc.DOW76$3.17K0.0%New
Ingredion IncINGR28$3.15K0.0%$7Added$2.82K
Grayscale Funds Trust200$3.11K0.0%−$1.19KHeld
Ppg Inds Inc29$3.1K0.0%$128Held
Pimco Mun Income Fd Ii400$3.04K0.0%$12Held
Regency Ctrs Corp39$2.98K0.0%$266Held
Wendys Co425$2.95K0.0%−$586Held
Schwab Strategic Tr115$2.94K0.0%−$15Held
Biogen Inc.BIIB16$2.93K0.0%$117Held
Iridium Communications Inc.IRDM104$2.89K0.0%$1.08KHeld
Las Vegas Sands CorpLVS53$2.86K0.0%−$594Held
Trip Com Group Ltd57$2.84K0.0%−$1.26KCut−$14.5K
Schwab Strategic Tr28$2.84K0.0%$22Held
Packaging Corp Amer13$2.77K0.0%$78Held
Darden Restaurants IncDRI14$2.75K0.0%$169Held
Ishares Tr150$2.74K0.0%$279Held
Schwab Strategic Tr110$2.74K0.0%−$19Held
Reliance, Inc.RS9$2.73K0.0%$135Held
Lattice Semiconductor CorpLSCC29$2.69K0.0%$556Held
Goodyear Tire & Rubr Co400$2.65K0.0%−$852Held
Ppl Corp69$2.65K0.0%$110Added$1.38K
Exelon CorpEXC53$2.6K0.0%$288Held
Delta Air Lines Inc DelDAL39$2.59K0.0%−$114Held
Oge Energy Corp.OGE53$2.54K0.0%$279Held
Mettler Toledo International Inc/MTD2$2.52K0.0%−$266Held
Healthpeak Properties, Inc.DOC152$2.5K0.0%$45Added$439
Arch Cap Group Ltd26$2.5K0.0%$2Held
Dollar Gen Corp New21$2.49K0.0%−$295Held
Broadridge Finl Solutions In15$2.46K0.0%−$907Cut−$435.3K
Schwab Strategic Tr50$2.45K0.0%$186Held
Price T Rowe Group IncTROW27$2.43K0.0%New
Adobe Inc.ADBE10$2.43K0.0%−$1.07KCut−$9.12K
Align Technology IncALGN14$2.4K0.0%$214Held
Franklin Templeton Etf Tr100$2.39K0.0%New
Schwab Strategic Tr82$2.38K0.0%$50Held
Firstenergy CorpFE47$2.38K0.0%$277Held
United Therapeutics Corp Del4$2.37K0.0%$423Held
Lithium Amers Corp New600$2.37K0.0%−$246Held
Figma, Inc.FIG112$2.37K0.0%−$1.82KHeld
Schwab Strategic Tr73$2.37K0.0%$67Held
First Majestic Silver CorpAG110$2.36K0.0%$530Held
Thor Inds Inc29$2.32K0.0%−$660Held
Texas Capital Funds Trust23$2.31K0.0%$0Held
Everest Group, Ltd.EG7$2.29K0.0%−$87Held
Global X Fds95$2.28K0.0%$259Held
Primerica, Inc.PRI9$2.25K0.0%−$71Held
Northern Tr Corp16$2.25K0.0%$48Held
Datadog, Inc.DDOG19$2.24K0.0%New
Magnum Ice Cream Co Nv149$2.23K0.0%−$134Held
Apollo Global Mgmt Inc20$2.23K0.0%−$500Added$57
Caci Intl Inc4$2.17K0.0%$44Held
Service Corp Intl26$2.15K0.0%$118Held
Proshares Tr230$2.14K0.0%−$656Held
J P Morgan Exchange Traded F32$2.14K0.0%$77Held
Bank New York Mellon Corp18$2.13K0.0%$45Held
Unum Group29$2.12K0.0%−$130Held
Procap Finl Inc1K$2.11K0.0%−$1.42KHeld
Curtiss Wright CorpCW3$2.04K0.0%$390Held
Vanguard Admiral Fds Inc5$2.04K0.0%−$185Cut−$2.41K
Alliant Energy CorpLNT28$2.01K0.0%$189Held
West Pharmaceutical Svsc Inc8$2K0.0%−$196Held
Vici Pptys Inc73$2K0.0%−$24Added$1.4K
Ptc Inc.PTC14$2K0.0%−$286Added$427
Biomarin Pharmaceutical IncBMRN35$1.98K0.0%−$103Held
Tortoise Energy Infra Corp39$1.97K0.0%$350Added$400
Lloyds Banking Group Plc386$1.94K0.0%New
Relx Plc58$1.92K0.0%−$421Cut−$14.2K
Edwards Lifesciences CorpEW24$1.92K0.0%−$124Held
Procept Biorobotics CorpPRCT73$1.83K0.0%−$471Held
Snap-on IncSNA5$1.82K0.0%$93Held
Vistra Corp.VST12$1.8K0.0%−$132Cut−$1.1K
Post Hldgs Inc18$1.78K0.0%−$4Held
Vanguard Index Fds20$1.77K0.0%$4Held
Elevra Lithium Ltd30$1.77K0.0%New
Hf Sinclair CorpDINO28$1.75K0.0%$457Held
Vanguard Admiral Fds Inc15$1.72K0.0%$58Held
Ametek Inc/AME8$1.72K0.0%$45Added$688
Ball CorpBALL29$1.71K0.0%$98Added$866
Axon Enterprise, Inc.AXON4$1.7K0.0%New
Tenet Healthcare CorpTHC9$1.7K0.0%−$90Held
Rpm Intl Inc17$1.69K0.0%−$78Held
Olin CorpOLN57$1.69K0.0%$431Added$639
WEX Inc.WEX11$1.68K0.0%$44Held
Ameren CorpAEE15$1.65K0.0%$151Held
Mondelez Intl Inc28$1.63K0.0%$107Held
Caris Life Sciences, Inc.CAI91$1.63K0.0%−$647Added−$289
DT Midstream, Inc.DTM12$1.63K0.0%$181Held
Crown Castle Inc.CCI20$1.63K0.0%−$151Cut−$7.35K
Lumen Technologies, Inc.LUMN233$1.62K0.0%−$191Held
Transocean Ltd.RIG242$1.6K0.0%$605Held
Incyte CorpINCY17$1.6K0.0%−$79Held
International Flavors&Fragra22$1.6K0.0%$29Added$1.19K
Henry Jack & Assoc Inc10$1.58K0.0%−$245Held
Flex Ltd.FLEX24$1.57K0.0%$121Held
Brown & Brown, Inc.BRO24$1.56K0.0%−$203Added$449
Xylem Inc.XYL13$1.55K0.0%−$216Cut−$3.48K
Interactive Brokers Group In23$1.54K0.0%$56Added$257
Rio Tinto Plc16$1.53K0.0%$253Held
Hershey CoHSY7$1.52K0.0%$195Held
EMCOR Group, Inc.EME2$1.48K0.0%$253Held
Net Lease Office PropertiesNLOP98$1.45K0.0%−$1.07KHeld
Steel Dynamics IncSTLD8$1.44K0.0%$84Held
Centerpoint Energy IncCNP33$1.42K0.0%$159Held
Wec Energy Group, Inc.WEC12$1.41K0.0%$138Cut−$10.8K
Paccar IncPCAR12$1.39K0.0%$55Held
Toll Brothers, Inc.TOL10$1.36K0.0%$13Held
Shinhan Financial Group Co L22$1.36K0.0%$182Held
Schwab Strategic Tr29$1.35K0.0%$35Held
Block H & R Inc42$1.35K0.0%−$497Held
Novagold Res IncNG150$1.35K0.0%New
Nordson CorpNDSN5$1.33K0.0%$128Held
Jd.Com Inc45$1.33K0.0%$39Cut−$621
PENTAIR plcPNR15$1.31K0.0%−$255Cut−$4.11K
Okta, Inc.OKTA16$1.26K0.0%−$125Held
Dexcom IncDXCM20$1.26K0.0%−$71Held
Paycom Software, Inc.PAYC10$1.22K0.0%−$379Held
Lyondellbasell Industries N15$1.21K0.0%$558Held
Tetra Tech Inc New40$1.21K0.0%−$137Held
Ishares Tr31$1.15K0.0%−$18Held
Expeditors Intl Wash Inc8$1.15K0.0%−$46Held
Dhi Group, Inc.DHX400$1.12K0.0%$504Held
UiPath, Inc.PATH100$1.11K0.0%New
Watsco Inc3$1.09K0.0%$80Held
Range Res Corp24$1.08K0.0%$238Held
Woodward, Inc.WWD3$1.07K0.0%$167Held
Ovintiv Inc.OVV18$1.07K0.0%$363Held
Fox Corp18$1.05K0.0%−$264Held
FabrinetFN2$1.04K0.0%$132Held
Kyndryl Hldgs Inc77$1.01K0.0%−$1.03KHeld
New York Times CoNYT12$1K0.0%$172Held
Carlisle Cos Inc3$1K0.0%$41Held
Illumina, Inc.ILMN8$9860.0%−$47Added$199
Penumbra IncPEN3$9850.0%$52Held
Brixmor Ppty Group Inc34$9790.0%$88Held
Ishares Tr17$9650.0%$35Held
East West Bancorp IncEWBC9$9610.0%−$51Held
Rambus Inc Del11$9460.0%−$65Held
Manhattan Associates IncMANH7$9320.0%−$281Held
United Airls Hldgs Inc10$9210.0%−$197Held
Jones Lang Lasalle IncJLL3$9130.0%−$96Held
Renaissancere Hldgs Ltd3$8920.0%$49Held
Macom Tech Solutions Hldgs I4$8880.0%$203Held
Lamar Advertising Co/NewLAMR7$8870.0%$1Held
Clean Harbors IncCLH3$8600.0%$157Held
Idacorp IncIDA6$8580.0%$99Held
Assertio Holdings Inc45$8580.0%$450Held
Equity ResidentialEQR14$8540.0%−$41Cut−$424
Costar Group, Inc.CSGP21$8470.0%−$161Added$444
Td Synnex CorpSNX5$8440.0%$93Held
Alps Etf Tr25$8380.0%$27Held
Mind Technology, IncMIND100$8350.0%New
Omega Healthcare Invs Inc19$8330.0%−$9Held
Affiliated Managers Group In3$8300.0%−$35Held
Nvent Electric PlcNVT7$8280.0%$114Held
Texas Roadhouse, Inc.TXRH5$8260.0%−$4Held
Fortinet, Inc.FTNT10$8170.0%$23Held
Reinsurance Grp Of America I4$8170.0%$3Held
AramarkARMK20$8110.0%$74Held
Dxc Technology CoDXC64$8060.0%−$117Added−$16
Roivant Sciences Ltd.ROIV29$8030.0%$125Added$347
Rli CorpRLI14$7990.0%−$97Held
Dicks Sporting Goods Inc4$7980.0%$6Held
Moelis & CoMC14$7980.0%−$164Held
Schwab Strategic Tr17$7880.0%$31Held
Sei Invts Co10$7850.0%−$40Held
Kbr, Inc.KBR21$7780.0%−$70Held
Pure Storage IncP13$7680.0%−$103Held
Essent Group Ltd.ESNT13$7600.0%−$85Held
Jazz Pharmaceuticals PlcJAZZ4$7560.0%$57Added$246
Stifel Finl Corp10$7390.0%−$360Added−$138
Wyndham Hotels & Resorts, Inc.WH9$7310.0%$51Held
Cytokinetics IncCYTK11$7250.0%$12Added$407
Citizens, Inc.CIA143$7190.0%$28Held
Topbuild Corp2$7030.0%−$131Held
Webster Finl Corp10$6940.0%$65Held
Equity Lifestyle Pptys IncELS11$6930.0%$21Held
Exelixis, Inc.EXEL16$6860.0%−$15Held
Crane Company4$6840.0%−$54Held
Littelfuse Inc2$6790.0%$173Held
Encompass Health CorpEHC7$6770.0%−$66Held
Avalonbay Cmntys Inc4$6610.0%−$71Cut−$3.55K
Boyd Gaming CorpBYD8$6590.0%−$24Held
Epr Pptys13$6540.0%$1Held
Enovix CorpENVX125$6480.0%−$266Held
Halozyme Therapeutics, Inc.HALO10$6460.0%−$16Added$242
Molson Coors Beverage Co15$6460.0%−$54Held
Spdr Series Trust31$6400.0%−$22Held
Schwab Us Tips Etf24$6390.0%$3Held
Ally Finl Inc16$6280.0%−$97Held
Clorox Co Del6$6220.0%$17Held
BWX Technologies, Inc.BWXT3$6130.0%$94Held
Lantheus Hldgs Inc8$6070.0%New
Nextpower Inc.NXT5$6030.0%$101Added$342
Deckers Outdoor CorpDECK6$6010.0%−$21Cut−$5.52K
Evercore Inc.EVR2$5970.0%−$84Held
CareTrust REIT, Inc.CTRE16$5930.0%New
Healthequity, Inc.HQY7$5850.0%−$40Added$127
XPO, Inc.XPO3$5840.0%$176Held
Itt Inc.ITT3$5730.0%$52Held
American Healthcare REIT, Inc.AHR12$5690.0%New
Regal Rexnord CorpRRX3$5630.0%New
Eastgroup Pptys Inc3$5600.0%$21Held
Fidelity National Financial, Inc.FNF12$5570.0%−$98Held
Wesco Intl Inc2$5470.0%$29Added$302
Voya Financial Inc8$5470.0%−$49Held
Owens Corning New5$5410.0%New
Applied Indl Technologies In2$5310.0%$17Held
Agree Rlty Corp7$5290.0%$23Held
Pinnacle Finl Partners Inc Com6$5170.0%New
Royal Gold IncRGLD2$5090.0%$33Added$287
Graco IncGGG6$5080.0%$16Held
UDR, Inc.UDR15$5070.0%−$43Cut−$593
Aptargroup, Inc.ATR4$5040.0%$16Held
Lincoln Elec Hldgs Inc2$5000.0%$19Held
Jefferies Finl Group Inc12$4950.0%−$249Held
CDW CorpCDW4$4840.0%−$61Held
Smurfit Westrock PlcSW12$4780.0%New
Texas Cap Bancshares Inc5$4740.0%$21Held
Txnm Energy IncTXNM8$4680.0%−$3Held
Alcoa CorpAA7$4640.0%$65Added$198
lululemon athletica inc.LULU3$4590.0%−$164Held
Flowserve CorpFLS6$4420.0%$12Added$233
Oshkosh CorpOSK3$4420.0%$44Added$191
Stag Indl IncSTAG12$4370.0%−$6Held
DONALDSON Co INCDCI5$4240.0%−$12Added$158
Autoliv IncALV4$4210.0%−$54Held
Black Hills Corp6$4160.0%−$1Held
Advanced Drain Sys Inc Del3$4110.0%−$23Held
Onto Innovation Inc.ONTO2$4100.0%$94Held
Mosaic Co NewMOS16$4080.0%$23Held
Dynatrace, Inc.DT11$4070.0%−$70Held
Crown Hldgs Inc4$4010.0%New
Eagle Matls Inc2$3790.0%−$35Held
Schwab Strategic Tr14$3640.0%−$6Held
Nexstar Media Group, Inc.NXST2$3620.0%−$44Held
Dominos Pizza IncDPZ1$3590.0%−$58Cut−$1.73K
Agco Corp3$3480.0%$12Added$244
Schwab Strategic Tr16$3440.0%$10Held
Simpson Mfg Inc2$3430.0%$20Held
Gatx CorpGATX2$3410.0%$2Held
Carlyle Group Inc7$3390.0%−$75Held
Msa Safety Inc2$3280.0%New
Burlington Stores, Inc.BURL1$3250.0%New
Hexcel Corp New4$3240.0%$28Held
Hancock Whitney Corporation5$3180.0%$0Held
Vanguard Intl Equity Index F7$3110.0%−$10Held
Avnet IncAVT5$3080.0%$68Held
Mbia IncMBI52$3070.0%New
Weyerhaeuser Co Mtn BeWY12$2930.0%$9Cut−$2.69K
Trex Co IncTREX8$2910.0%$6Added$151
Dbx Etf Tr8$2890.0%−$6Held
Zions Bancorporation N A5$2880.0%−$5Held
Houlihan Lokey, Inc.HLI2$2870.0%−$61Held
MARA Holdings, Inc.MARA35$2860.0%−$28Held
Amcor Plc Com New7$2780.0%New
Universal Display Corp3$2750.0%−$75Held
Labcorp Holdings Inc.LH1$2670.0%$16Held
Rollins IncROL5$2670.0%−$33Held
Revvity, Inc.RVTY3$2630.0%−$27Held
Woodside Energy Group Ltd10$2390.0%$83Held
Cleveland-Cliffs Inc New26$2200.0%New
Sonoco Prods Co4$2160.0%New
Keurig Dr Pepper Inc.KDP8$2120.0%−$12Cut−$96
Flagstar Bank National Assoc16$2110.0%$10Held
Synaptics IncSYNA3$2100.0%−$12Held
Camden Ppty Tr2$1970.0%−$25Cut−$914
Celanese Corp Del3$1970.0%$70Held
Solventum CorpSOLV3$1960.0%−$42Held
Cnx Res Corp5$1930.0%$9Held
Rb Global Inc.RBA2$1920.0%−$14Cut−$219
Us Foods Hldg Corp2$1840.0%New
Gamestop Corp New7$1610.0%New
Invitation Homes Inc.INVH6$1510.0%−$17Cut−$214
Somnigroup International Inc.SGI2$1480.0%−$31Held
Centene Corp Del4$1310.0%New
Scotts Miracle-Gro CoSMG2$1220.0%New
EXPAND ENERGY CorpEXE1$1100.0%$0Held
V F CorpVFC6$1020.0%New
American Bitcoin Corp.ABTC100$920.0%−$78Held
Crane NXT, Co.CXT2$810.0%−$13Held
Organon & Co.OGN13$780.0%−$15Held
CoreWeave, Inc.CRWV1$770.0%$5Held
Versant Media Group, Inc.VSNT2$740.0%New
Aurora Cannabis IncACB21$690.0%−$20Held
Bellring Brands, Inc.BRBR4$640.0%−$43Cut−$604
Dbx Etf Tr2$450.0%−$1Held
Snap IncSNAP9$410.0%−$32Held
Celsius Hldgs Inc1$350.0%−$11Held
Wisdomtree Tr1$270.0%−$8Held
Spdr Series Trust1$260.0%$0Held
Canopy Growth CorpCGC15$140.0%New
Wm Technology, Inc.MAPS1$10.0%$0Held
Wisdomtree Tr0$00.0%Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.